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Virtual Banker Jobs in California (NOW HIRING)

Zact

Sales Executive - Bank Partnerships

Saratoga, CA · On-site +1

Familiarity with card programs, BIN sponsorship, virtual cards, or bank-led distribution models is a plus. Commercial, Delivery & Adoption Mindset * Strong negotiation, commercial structuring, and ...

Paychex

$65K - $100K/yr

Overview Work with assigned bank partners to earn business referrals and sell Paychex products and ... We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ...

Bank of Hope

Lead Corporate Trainer

Gardena, CA · On-site

Facilitate high-impact live, in-person ILT across bank locations; travel up to 30% * Deliver advanced virtual instructor-led training using proven engagement * Model facilitation excellence and serve ...

Paychex

Channel Sales Associate - Bank

Walnut Creek, CA · On-site

$65K - $100K/yr

Overview Work with assigned bank partners to earn business referrals and sell Paychex products and ... We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ...

Paychex

Channel Sales Associate - Bank

Walnut Creek, CA · On-site

$65K - $100K/yr

Overview Work with assigned bank partners to earn business referrals and sell Paychex products and ... We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ...

Axos Bank

FVP, Sr. Product Manager

San Diego, CA · On-site

$150K - $175K/yr

Axos Bank Target Range: $150,000.00/Yr. - $175,000.00/Yr. Actual starting pay will vary based on ... Contribute to the development and execution of strategic product initiatives, including Virtual ...

Axos Bank

FVP, Sr. Product Manager

San Diego, CA · Remote

$150K - $175K/yr

Axos Bank Target Range: $150,000.00/Yr. - $175,000.00/Yr. Actual starting pay will vary based on ... Contribute to the development and execution of strategic product initiatives, including Virtual ...

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Virtual Banker information

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How much do virtual banker jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for virtual banker in California is $20.52, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $22.31 per hour, depending on experience, location, and employer.

What is a virtual banker?

A Virtual Banker is a customer service and financial support professional who assists clients with banking needs remotely, typically via phone, chat, or online platforms. They help customers with account inquiries, transactions, loan applications, and technical support, ensuring a seamless digital banking experience. This role requires strong communication skills, financial knowledge, and the ability to resolve customer concerns efficiently. Virtual Bankers play a crucial role in enhancing customer satisfaction and promoting banking products and services.

What skills and qualifications are needed to thrive as a virtual banker?

To thrive as a Virtual Banker, you need a strong understanding of banking products, financial regulations, and customer relationship management, ideally supported by relevant education or experience in finance or banking. Proficiency with digital banking platforms, customer management systems (CRMs), and secure communication tools is commonly required. Strong communication, problem-solving abilities, and a focus on customer service help set top candidates apart. These skills and qualifications are essential for building client trust, efficiently handling remote transactions, and ensuring compliance in a virtual banking environment.

What does a virtual banker do?

A Virtual Banker’s workday usually involves conducting client consultations via video calls, phone, or secure messaging platforms, assisting customers with account inquiries, transactions, and financial advice. You will frequently use online banking tools and CRMs to manage client relationships and document interactions. While much of the work is independent, Virtual Bankers regularly collaborate with loan officers, branch managers, and support staff through virtual meetings and shared platforms to resolve complex issues and ensure seamless service. This hybrid approach allows Virtual Bankers to deliver personalized service while remaining connected with their team and the larger financial institution. The role offers dynamic interaction and the satisfaction of helping clients achieve their financial goals from a remote workspace.

What are the most commonly searched types of Banker jobs in California? The most popular types of Banker jobs in California are:
What are popular job titles related to Virtual Banker jobs in California? For Virtual Banker jobs in California, the most frequently searched job titles are:
What job categories do people searching Virtual Banker jobs in California look for? The top searched job categories for Virtual Banker jobs in California are:
What cities in California are hiring for Virtual Banker jobs? Cities in California with the most Virtual Banker job openings:
Virtual Banker jobs near you
Infographic showing various Virtual Banker job openings in California as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 45% Physical, 3% Hybrid, and 52% Remote job distribution, with an average salary of $42,689 per year, or $20.5 per hour.

Sales Executive - Bank Partnerships

Zact

Saratoga, CA • On-site, Remote

Full-time

Re-posted 20 days ago

Job description

About Zact
Zact is a fintech innovator dedicated to helping organizations simplify expense and payment management. Our platform aligns employees, finance, and accounting with stronger controls, cleaner workflows, and continuous reconciliation to financial systems.
Role Overview
The Sales Executive - Bank Partnerships is a strategic, quota-carrying role responsible for originating, structuring, and closing new financial institution partnerships.
This position will define and scale Zact's bank distribution channel, engaging senior stakeholders across payments, treasury, product, and executive leadership - from first conversation through launch readiness and long-term revenue growth.
The successful candidate will build and manage a robust pipeline of bank opportunities, navigate complex procurement and compliance processes, and collaborate cross-functionally to ensure implementation success.
Key Responsibilities
  • Build a deep understanding of Zact's products, value proposition, and bank distribution model.
  • Source and originate new bank partnership opportunities through proactive outreach, market development, and relationship-building.
  • Manage the full bank sales cycle from initial contact through negotiation, contract execution, and launch planning.
  • Engage and influence senior stakeholders within banks, including leaders across product, payments, treasury, operations, risk, and executive management.
  • Navigate bank procurement, legal, compliance, and risk review processes to drive deals to closure.
  • Structure and negotiate partnership agreements, including commercials, reseller structures, and revenue-share models where applicable.
  • Collaborate closely with product, legal, operations, marketing, and implementation teams to ensure a coordinated go-to-market and onboarding approach.
  • Work closely with the Delivery Manager to manage bank requirements, track key dependencies, and help ensure timely delivery against agreed milestones.
  • Help define repeatable sales processes, messaging, partnership structures, and market feedback loops as Zact scales its bank channel.
  • Maintain a disciplined pipeline and forecast with clear stage progression, next steps, and executive visibility.
  • Manage and enhance the account management team to drive successful bank corporate client adoption of Zact products, expansion opportunities, and strong ongoing partner satisfaction.
  • Take ownership of how the bank channel is built and evolved over time, combining new logo acquisition with successful partner activation and adoption.
What Success Looks Like
Area
Expected Outcomes
New Partnerships
Build a strong pipeline of qualified bank opportunities and close strategic new partnerships.
Deal Execution
Navigate complex, multi-stakeholder bank processes efficiently and move deals to signed agreements.
Delivery Alignment
Partner with delivery leadership so bank requirements are understood, tracked, and delivered on time.
Client Adoption
Strengthen account management capabilities so bank corporate clients adopt, expand, and successfully use Zact products.
Channel Scale
Help create repeatable motion, messaging, and operating discipline for Zact's bank channel.
Required Qualifications
Business Development & Sales Leadership
  • 10+ years of experience in a quota-carrying sales, partnerships, or business development role.
  • Demonstrated success sourcing and closing net-new business.
  • Strong track record of building pipeline through outbound efforts and relationship-led selling.
  • Comfort operating independently in a fast-paced, evolving company where initiative and ownership matter.

Bank-Facing Experience
  • Direct experience selling into banks or financial institutions.
  • Track record of managing complex bank sales cycles and navigating procurement, compliance, legal, and risk processes.
  • Existing relationships within banks are a strong plus.

Payments & Fintech Expertise
  • Experience in payments, fintech, card issuing, expense management, or financial infrastructure.
  • Understanding of issuers, networks, processors, and bank partnership models.
  • Familiarity with card programs, BIN sponsorship, virtual cards, or bank-led distribution models is a plus.

Commercial, Delivery & Adoption Mindset
  • Strong negotiation, commercial structuring, and executive communication skills.
  • Ability to work cross-functionally with delivery, product, operations, and account management teams.
  • Experience driving post-sale adoption, account growth, or customer success outcomes is highly valued.
  • Prior people leadership or team development experience is a plus, especially in account management or partner success environments.

Education
  • BS/BA degree or equivalent professional experience preferred.
Note
As part of our hiring process, we verify the accuracy of information provided on candidates' resumes and applications. We value integrity and transparency, and material discrepancies or misrepresentations may disqualify a candidate from employment consideration.

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